• We use Quickbooks

• We import bank statements

• Categorize all transactions

• Data entry

• Bank account & Credit card reconciliation

• Monthly Income Statement / Profit & Loss

• Monthly Balance Sheet

• Accurately track your revenue & expenses

• Submit sales tax

• Easily manage your bill pay, payroll & more

• Saves you time & money

As your financial controller, we are responsible for supervising accounting staff and maintaining standards throughout the department. This department head focuses on daily operations and ensures all accounts are accurate. The controller is responsible for implementing checks and balances that reduce internal risks and transactional errors. 

Other duties include:

• Creating budgets

• Preparing financial statements

• Monitoring and measuring KPIs

• Comparing working budgets to actual budgets

• Maintaining regulatory compliance

• Working with external CPA and auditing firms

• Identifying internal inefficiency

• Informing upper-level management of financial status

• Tax filing with the IRS, CRA (Canada Revenue Agency), or local governing body

• Tax payment

• Worker’s compensation

• Employee benefits

• Employment tax forms

• Running payroll reports

• Year-end reporting

• Employee attendance and time

• Direct deposits (biweekly or however your company chooses)

• Additional human resources functions

As your Chief Financial Officer, we will ensure your company is prepared for growth and stability. We provide insight to company owners and shareholders about the overall organization's health.

The daily responsibilities of a CFO might include:

• Recommending investment and reinvestment strategies that promote higher profit margins

• Creating financial strategies for near- and long-term ROI

• Analyzing past and present financial statements

• Identifying workplace inefficiency and developing a plan to overcome inefficiencies to improve profit potential

• Forecasting and providing insight into the various outcomes (best-case, average, worse-case)

• Providing capital structure oversight

• Helping the company prepare for funding or loan applications

• Solving financial obstacles holding back growth

Personal finance is a term meant to describe managing your finances through budgeting, spending, and savings. This involves long-term planning and considers potential financial risks, retirement and estate planning, investments, and how your financial situation evolves over a lifetime. 

Duties include:

• Income

• Spending

• Savings

• Investing

• Protection

Let us get your business started on the right track! We handle everything!

• Securing a domain

• Filing for EIN

• Federal/State licenses

• Business cards

• Google Workspace

• Business Phone Lines